We are very pleased to announce that a new milestone has been reached as we now have over £6 billion invested in our flagship investment product, the True Potential Portfolio proposition.
Investors have taken advantage of unparalleled levels of diversification and the expertise of our fund manager partners UBS, Allianz, Goldman Sachs Asset Management, Columbia Threadneedle, Schroders, SEI, Close Brothers, 7IM, HSBC and Bank of Montreal.
Since launch, the portfolios have successfully navigated many potentially difficult political and stock market events, always looking to maximise return in a risk controlled environment.
Performance figures from inception, 1st October 2015, are shown below: –
| As of 4th April 2019 |
Since Inception |
| True Potential Defensive Portfolio |
13.67% |
| True Potential Cautious Portfolio |
20.16% |
| True Potential Cautious + Portfolio |
20.69% |
| True Potential Cautious Income Portfolio |
23.60% |
| True Potential Balanced Portfolio |
28.06% |
| True Potential Balanced + Portfolio |
31.06% |
| True Potential Balanced Income Portfolio |
27.11% |
| True Potential Capital Growth Portfolio |
37.00% |
| True Potential Capital Growth + Portfolio |
37.31% |
| True Potential Aggressive Portfolio |
42.93% |
Evolution for the proposition has been and will always be key. Since launch, we have successfully added partnerships with UBS and introduced our True Potential Growth Aligned fund range in association with HSBC and Bank of Montreal, increasing the level of strategic foresight and style diversification available in each portfolio. True Potential will never rest on its laurels and we will continue to evolve the True Potential Portfolios, constantly looking for ways to improve and adapt in a changing market environment.
Chris Leyland, Investment Director commented “The True Potential Portfolio proposition has shown real resilience since launch, providing solid returns for investors during periods of turbulence, particularly last year. This year, the portfolios have bounced back buoyed by strong manager performance and selection, capitalising on favourable markets shown below.
| As of 4th April 2019 |
Year to date |
| True Potential Defensive Portfolio |
2.91% |
| True Potential Cautious Portfolio |
4.80% |
| True Potential Cautious + Portfolio |
5.59% |
| True Potential Cautious Income Portfolio |
6.28% |
| True Potential Balanced Portfolio |
7.03% |
| True Potential Balanced + Portfolio |
7.42% |
| True Potential Balanced Income Portfolio |
7.67% |
| True Potential Capital Growth Portfolio |
8.44% |
| True Potential Capital Growth + Portfolio |
9.30% |
| True Potential Aggressive Portfolio |
9.59% |
Most importantly, I would like to take this opportunity to thank investors and advisers for choosing True Potential and we hope to continue working with you for many years to come.”
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